Remote Customer Solutions Specialist

The Opportunity

This is an opportunity to build a client-facing career in financial solutions without cold calling or door-to-door sales. You will work directly with clients to understand their financial goals, educate them on their options, and help them put clear, achievable plans in place.

What You'll Do

• Engage with clients remotely to understand their financial needs, concerns, and goals, and translate these into practical action plans.
• Develop tailored financial solutions, including budgeting, debt reduction, investment, and retirement strategies, using our training, tools, and templates.
• Conduct scheduled consultations and follow-ups (no cold calling or door-to-door work) to guide clients through key decisions and next steps.
• Use CRM systems, such as Salesforce, to track client interactions, monitor account metrics, and manage your personal pipeline of relationships.
• Identify opportunities to expand services for existing clients, strengthening relationships and increasing overall client satisfaction and retention.

What Success Looks Like

• Within your first 3–6 months, confidently conduct client consultations and present clear, customized financial solution plans with minimal supervision.
• Build and maintain a growing portfolio of satisfied clients who regularly engage with you for guidance and refer others.
• Consistently meet or exceed performance goals tied to client activity, plan implementations, and retention, supporting earnings in the $30,000–$50,000 range based on results, with potential to go full-time and generate much more income.
• Demonstrate reliable, professional communication and accurate use of CRM tools, ensuring that client information, follow-ups, and next steps are always up to date.

What We're Looking For

• At least 18 years of age and a U.S. citizen, with the ability to obtain any required state license and complete a background check.
• Strong verbal and written communication skills, with a client-first mindset and the ability to build trust remotely.
• Comfort using CRM platforms (such as Salesforce) or similar tools to manage client relationships and interpret basic account metrics.
• A proactive, coachable approach: eager to learn financial concepts, open to feedback, and driven to grow your impact and income over time.

Compensation and Benefits

• Competitive annual compensation ranging between $30,000 - $50,000, scaling with performance and ambition.
• 100% remote role with the tools and training needed to succeed from anywhere.
• Opportunities for leadership development and career advancement based on performance.
• Flexible schedule that can adapt to your lifestyle.

How to Apply

If you are ready to build a client-focused career in financial solutions and grow with a remote, performance-driven team, please submit your resume and a brief note on why this opportunity interests you. We look forward to connecting with you.